THE@BRADFORD & LAUREN KOENIG FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE@BRADFORD & LAUREN KOENIG FOUNDATION (EIN 13-3993307)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2026-02-02
- IRS object ID
- 202640339349100619
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-02T15:02:28-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Disaster Relief | FEMA 4879-DR | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Advisory Group LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Lagoon Drive Ste 400 | AddressLine1Txt |
| City | Redwood CIty | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133993307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRADFORD & LAUREN KOENIG FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BAKER TILLY ADVISORY GROUP LP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BAKER TILLY ADVISORY GROUP | InCareOfNm |
| Business Name Control | BRAD | BusinessNameControlTxt |
| Phone | 6503654646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DRIVE STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940651565 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADFORD KOENIG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503654646 | PhoneNum |
| Signature | 2026-02-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE D MARINOS | PreparerPersonNm |
| PTIN | P00305572 | PTIN |
| Phone | 6503654646 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,463,017 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $516,445 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,181 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,181 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $750 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $750 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $295,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $350,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $295,334 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $819,710 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $303,265 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $9,715 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,857 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,858 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,740 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,857 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,883 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $760,817 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $760,817 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $770,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,857 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $765,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $49,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $298,408 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $80,923 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $213,355 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $213,355 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $600 | AcctRcvblAmt |
| Acct Rcvbl EOY | $600 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $600 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $110,788 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $110,788 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $226,583 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $171,917 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,138,274 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $307,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $496,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,463,017 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $140,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $140,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $307,506 | CapitalStockBOYAmt |
| Capital Stock EOY | $356,659 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $307,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $356,659 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $307,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $496,659 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $307,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $49,153 | ExcessRevenueOverExpensesAmt |
| Subtotal | $356,659 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $356,659 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 953 SHS SELIGMAN TECH SPECTRUM OFFSHORE FUND | PropertyDesc |
| Sold | 2024-07-24 | SoldDt |
| Gross Sales Price | $350,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $54,666 | CostOrOtherBasisAmt |
| Gain Or Loss | $295,334 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $295,334 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $295,334 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,148 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,148 | SubtotalAmt |
| Tax Based On Investment Income | $4,148 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,788 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,788 | TotalPaymentsAndCreditsAmt |
| Overpayment | $640 | OverpaymentAmt |
| Applied To ES Tax | $640 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503654646 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DRIVE STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940651565 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRADFORD KOENIG | ||||||||
| THREE LAGOON DRIVE STE 400 | REDWOOD CITY | CA | 940651565 | TRUSTEE--AS NEEDED | 0 | $0 | $0 | $0 |
| LAUREN KOENIG | ||||||||
| THREE LAGOON DRIVE STE 400 | REDWOOD CITY | CA | 940651565 | TRUSTEE--AS NEEDED | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $116,524 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,065 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,215,072 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,497,661 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,497,661 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,465 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,475,196 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,760 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,760 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,148 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,148 | TotalTaxAmt |
| Distributable Before Adj | $69,612 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $69,612 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $69,612 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $765,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $765,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,612 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $68,762 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $521,092 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $170,512 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $226,328 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $395,079 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,381,773 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $765,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $69,612 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $696,088 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,077,861 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $68,762 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,009,099 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $521,092 | ExcessFromYear4Amt |
| Excess From Year3 | $170,512 | ExcessFromYear3Amt |
| Excess From Year2 | $226,328 | ExcessFromYear2Amt |
| Excess From Year1 | $395,079 | ExcessFromYear1Amt |
| Excess From Current Year | $696,088 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRADFORD LAUREN KOENIG | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LITTLE WISHES | |||||||
| PO BOX 2208 | SAN ANSELMO | CA | 94979 | NONE | PC | UNRESTRICTED | $5,000 |
| Alzheimer's Association | |||||||
| 100 Pine St 2150 | San Francisco | CA | 94111 | NONE | PC | to provide vital care and support programs for people affected by Alzheimer's and advance critical research aimed at finding methods of treatment, prevention and, ultimately, a cure for this devastating disease. | $82,500 |
| EDIFY | |||||||
| 8825 AERO DRIVE SUITE 220 | SAN DIEGO | CA | 92123 | NONE | PC | UNRESTRICTED | $10,000 |
| Family Reach Foundation | |||||||
| 142 Berkeley Street Suite 310 | Boston | MA | 02116 | NONE | PC | Financial Support for Families Facing Cancer | $5,000 |
| Positive Coaching Alliance | |||||||
| 66 FRANKLIN STREET SUITE 300 | OAKLAND | CA | 94607 | NONE | PC | Youth sports for young people and their communities | $10,000 |
| Stanford | |||||||
| 485 Broadway Mail Code 8838 | REDWOOD CITY | CA | 94063 | NONE | PC | The Buck / Cardinal Club Fund | $9,800 |
| The Kelsey | |||||||
| 1 Sansome Street Suite 3500 | San Francisco | CA | 94104 | NONE | PC | UNRESTRICTED | $5,000 |
| EAST PALO ALTO ACADEMY FOUNDATION | |||||||
| 1050 MYRTLE ST | EAST PALO ALTO | CA | 94303 | NONE | PC | UNRESTRICTED | $43,000 |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 6001 PARKHURST HALL SUITE 207 | HANOVER | NH | 03755 | NONE | PC | Koenig Family Scholarship Fund | $170,923 |
| The League to Save Lake Tahoe | |||||||
| 2608 Lake Tahoe Blvd | South Lake Tahoe | CA | 96150 | None | PC | Combat pollution from litter, automobile traffic and congestion. Tackle the threat of aquatic invasive species. Build Lake Tahoe's resilience to the effects of climate change. | $5,000 |
| Sacred Heart Schools | |||||||
| 150 Valparaiso Ave | Atherton | CA | 94027 | None | PC | Sophie's Scholars Program | $5,000 |
| US Olympic & Paralympic Foundation | |||||||
| 1 Olympic Plaza | Colorado Springs | CO | 80909 | None | PC | To benefit the physical, mental and emotional well-being of Team USA athletes | $5,000 |
| Glenbrook Underground | |||||||
| 3470 G S Richards BLVD | Carson City | NV | 89703 | None | PC | To help NV Energy move electric and communications utilities underground, to increase safety through eliminating fire risk from suspended electrical wiring that runs throughout the community. | $20,000 |
| EPACENTER | |||||||
| 1950 Bay Road | East Palo Alto | CA | 94303 | None | PC | Help youth learn from professional artists and innovators, learn the skills necessary for them to become creators and leaders. | $10,000 |
| LiveMoves | |||||||
| 181 Constitution Drive | Menlo Park | CA | 94025 | NONE | PC | TO HELP SOLVE LOCAL HOMELESSNESS | $55,000 |
| Augies Quest CURE ALS | |||||||
| 7421 Beverly Blvd | Los Angeles | CA | 90036 | None | PC | To help fund innovative research to find effective treatments and ultimately a cure for this ALS. | $5,000 |
| Stanford University | |||||||
| 475 VIA Ortega | stanford | CA | 94305 | NONE | PC | The First Generation Low- Income Endowed Opportunity Fund | $5,600 |
| Stanford University | |||||||
| 485 Broadway Mail Code 8838 | Redwood City | CA | 94063 | None | PC | The Graduate School of Education Fund | $10,000 |
| Stanford University | |||||||
| 485 Broadway Mail Code 8838 | Redwood City | CA | 94063 | None | PC | The Haas Public Service Center | $15,000 |
| Stanford University | |||||||
| 475 Via Ortega | Stanford | CA | 94305 | None | PC | The Mental Health and Well Being Innovation Fund | $4,000 |
| Stanford University | |||||||
| 485 Broadway Mail Code 8838 | REDWOOD CITY | CA | 94063 | None | PC | The Research Fund for Dr. Safwan Jaradeh | $10,000 |
| Stanford University | |||||||
| 326 Galvez Street | Stanford | CA | 94305 | None | PC | The Stanford Fund | $25,000 |
| US Naval Academy | |||||||
| 301 King George Street | Annapolis | MD | 21402 | None | PC | Water Polo Excellence Fund | $15,000 |
| Darthmouth | |||||||
| 6066 Development Office | Hanover | NH | 03755 | None | PC | Bradford Koenig 1980 Fund for the Kirsten and Eugene F. "Buddy" Teevens '79 Center for Peak Performance | $123,832 |
| Ronald McDonald House Charities | |||||||
| 510 Sand Hill Rd | Palo Alto | CA | 94304 | None | PC | To provide families with housing, meal, and emotional support programs designed to help them cope with the emotional and financial burdens of having a child in the hospital. | $101,162 |
| LEMO | |||||||
| PO BOX 1115 | Belmont | CA | 94002 | None | PC | To provide each Student-athlete with the best possible opportunity through sports, education, and community. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $760,817 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,181 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $295,334 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $303,265 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $303,265 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BRADFORD AND LAUREN KOENIG | |||||||
| 1 | C/O BAKER TILLY 3 LAGOON DRIVE 4 | REDWOOD CITY | CA | 94065 | $9,740 | Yes (X) | |
| BRADFORD AND LAUREN KOENIG | |||||||
| 2 | C/O BAKER TILLY 3 LAGOON DRIVE 4 | REDWOOD CITY | CA | 94065 | $506,705 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 1,000 SHS META PLATFORMS INC-CLASS A | NoncashPropertyDesc |
| Fair Market Value | $506,705 | FairMarketValueAmt |
| Received | 2024-09-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $9,715 | Amt |
| Net Investment Income | $4,857 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,858 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 662 SHS OF META PLATFORMS INC | StockNm |
| EOY Book Value | $110,788 | EOYBookValueAmt |
| EOYFMV | $110,788 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 2,996 SH SELIGMAN TECH FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $171,917 | BookValueAmt |
| EOYFMV | $1,138,274 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TEMPORARY LOAN | Desc |
| EOY Book Value | $140,000 | EOYBookValueAmt |